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PFG Investments’s Broadridge BR Stock Holding History

PFG Investments’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$628K Buy
4,589
+2
+0% +$302 0.02% 564
2026
Q1 		$745K Buy
4,587
+345
+8% +$65.5K 0.03% 449
2025
Q4 		$947K Hold
4,242
– – 0.04% 359
2025
Q3 		$1.01M Sell
4,242
-8
-0.2% -$1.99K 0.05% 330
2025
Q2 		$1.03M Buy
4,250
+12
+0.3% +$2.85K 0.06% 306
2025
Q1 		$1.03M Buy
4,238
+2
+0% +$471 0.07% 299
2024
Q4 		$958K Sell
4,236
-187
-4% -$41.9K 0.06% 307
2024
Q3 		$951K Buy
4,423
+1,438
+48% +$301K 0.06% 312
2024
Q2 		$588K Buy
2,985
+10
+0.3% +$1.98K 0.04% 400
2024
Q1 		$609K Buy
+2,975
New +$600K 0.04% 461

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

PFG Investments's BR Position: Q2 2026 in Review

PFG Investments increased its Broadridge (BR) stake by 0.04% in Q2 2026, buying an estimated $302 and bringing the position to 4,589 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #564.

PFG Investments first reported a position in BR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • PFG Investments held 4,589 shares of Broadridge worth $628K as of Q2 2026.
  • PFG Investments bought 2 Broadridge shares in Q2 2026, an estimated $302.
  • Broadridge made up 0.02% of PFG Investments's portfolio in Q2 2026, its #564 holding.
  • PFG Investments first reported a position in Broadridge in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Broadridge position peaked at $1.03M in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.